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Viatris

1,043 hedge funds and large institutions have $12.7B invested in Viatris in 2021 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 288 increasing their positions, 537 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

2% less capital invested

Capital invested by funds: $12.9B → $12.7B (-$261M)

3.29% less ownership

Funds ownership: 76.83%73.55% (-3.3%)

6% less funds holding

Funds holding: 1,1151,043 (-72)

41% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 154

42% less call options, than puts

Call options by funds: $130M | Put options by funds: $223M

46% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 537

Holders
1,043
Holders Change
-72
Holders Change %
-6.46%
% of All Funds
18.15%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.26%
New
91
Increased
288
Reduced
537
Closed
154
Calls
$130M
Puts
$223M
Net Calls
-$93.2M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MF
1151
Manchester Financial
California
-$11K -813 Closed
GAM
1152
Grandview Asset Management
Pennsylvania
-$11K -772 Closed
SLF
1153
Sun Life Financial
Ontario, Canada
-$10K -689 Closed
LTI
1154
Laffer Tengler Investments
Tennessee
-$9.39K -672 Closed
BAMG
1155
Brand Asset Management Group
Missouri
-$8K -549 Closed
TIM
1156
Thornburg Investment Management
New Mexico
-$7K -483 Closed
APWM
1157
Atlas Private Wealth Management
New York
-$7K -472 Closed
PO
1158
Private Ocean
California
-$5.95K -411 -94%
MLFP
1159
MPS Loria Financial Planners
Illinois
-$4K -351 Closed
DWP
1160
Destiny Wealth Partners
Florida
-$5K -327 Closed
SSWG
1161
Seven Springs Wealth Group
Tennessee
-$5K -325 Closed
NG
1162
NWK Group
California
-$4K -310 Closed
SWP
1163
ShoreHaven Wealth Partners
New Jersey
-$4K -258 Closed
LAIC
1164
Lederer & Associates Investment Counsel
California
-$3.37K -241 Closed
BAM
1165
Barrett Asset Management
New York
-$3K -186 Closed
WCM
1166
Wealthcare Capital Management
Virginia
-$2K -178 Closed
EWA
1167
Evolution Wealth Advisors
Florida
-$2K -155 Closed
LGWM
1168
Litman Gregory Wealth Management
California
-$2K -145 Closed
FEG
1169
Financial Enhancement Group
Indiana
-$2K -124 Closed
LS
1170
Leelyn Smith
Illinois
-$1.75K -121 -91%
CH
1171
Canton Hathaway
Rhode Island
-$1K -105 Closed
HDIM
1172
Hanson & Doremus Investment Management
Vermont
-$1K -97 Closed
AWC
1173
Abundance Wealth Counselors
Pennsylvania
-$1K -84 Closed
MG
1174
MilWealth Group
Wisconsin
-$978 -70 Closed
HF
1175
Halpern Financial
Virginia
-$671 -48 Closed

VTRS Hedge Fund Activity: Q2 2021 in Review

1,043 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Viatris (VTRS) for Q2 2021, worth a combined $12.7B — down 2% from $12.9B a quarter earlier.

Sellers outnumbered buyers: 154 funds closed out of VTRS and 91 opened new positions — a net loss of 63 holders — while 537 trimmed existing stakes and 288 added.

The largest buyer was Bank of New York Mellon, adding an estimated $69.4M. The largest seller was Pzena Investment Management, exiting entirely with an estimated $160M sold.

  • 1,043 institutional investors held Viatris (VTRS) as of Q2 2021, down from 1,115 in Q1 2021.
  • Funds reported $12.7B of Viatris stock for Q2 2021, down 2% quarter-over-quarter.
  • 91 funds opened new Viatris positions in Q2 2021 and 154 closed out, a net change of -63 holders.
  • The largest Viatris buyer in Q2 2021 was Bank of New York Mellon, an estimated $69.4M added.
  • The largest Viatris seller in Q2 2021 was Pzena Investment Management, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2021.